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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Mark Kolpin (CRD# 4562205) is an Investment Advisor Representative working at Edward Jones in Grinnell, IA and has over 19 years of experience in the finance industry.
Paul Kolpin (CRD# 2696315) is an Investment Advisor Representative working at Edward Jones in Grinnell, IA and has over 24 years of experience in the finance industry.
Rebecca Kruckenberg (CRD# 4999964) is an Investment Advisor Representative working at Edward Jones in Vinton, IA and has over 9 years of experience in the finance industry.
Lisa McGrath (CRD# 5294394) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Amana, IA and has over 15 years of experience in the finance industry. Lisa McGrath has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Daniel Newton (CRD# 5565385) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Blairstown, IA and has over 15 years of experience in the finance industry.
Brent Nickel (CRD# 5962353) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Grinnell, IA and has over 10 years of experience in the finance industry.
Russell Nieland (CRD# 2921328) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vinton, IA and has over 26 years of experience in the finance industry. Russell Nieland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Natalie Pavey (CRD# 3253810) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grinnell, IA and has over 24 years of experience in the finance industry.
Jeffrey Peterson (CRD# 4796976) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Vinton, IA and has over 19 years of experience in the finance industry.
Todd Rausch (CRD# 4668684) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Van Horne, IA and has over 18 years of experience in the finance industry. Todd Rausch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.